Growth Strategies
Worldwide Sectors
The primary objective of the Worldwide Sectors strategy is to produce consistent, growth oriented returns over a complete business cycle using individual stocks and ETFs, with lower correlation to the MSCI All Country World Index benchmark.
Worldwide Sectors will produce its best returns in market environments in which there is broad participation and leadership. This strategy has three distinct investment sleeves of approximate equal weightings; Thematic, Domestic and International. Within each sleeve, selection criteria favors securities with attractive fundamentals and positive relative strength to peers.
Worldwide Sectors is an all equity strategy that attempts to remain fully invested in all market conditions and will at times experience full stock market volatility. Investors will experience both short and long term capital gains over time. Consequently, Worldwide Sectors is more appropriate for tax advantaged/ retirement account registrations.
New Power
The New Power strategy, at its core, is an impact investing strategy. New Power has a fundamental goal to have a positive impact with the investments we choose. New Power has roots in emerging technology, clean energy production models, industry game-changers, and incumbent-disruptors. Along with earning a risk-adjusted return greater than the benchmark, we seek to provide industry support to sectors we see as effective positive change-makers. Be they established or emerging industries, we are supporting the companies and technologies that we feel have positive social and environmental impacts.
MASS Income Strategy
MASS income prioritizes monthly, distributed income to account owners. The design and purpose of this strategy is to offer investors a “passive income” solution much like rental real estate but with daily liquidity using closed-end funds, ETFs, and individual company stock. Capital invested will see equity-like volatility in the value of holdings in pursuit of income generation although the statistical risk of the portfolio will remain less than any broad market stock market index. Income goals are 6-10%/ annually.
The MASS Income strategy is an appropriate alternative to any stock allocation in a portfolio but especially suited for individuals with tax-deferred assets or in low-income tax brackets. Retirees who do not intend to make systematic withdrawals of principal, find this approach especially appealing as a means of income replacement.
Schedule a Free Portfolio Analysis
Let’s talk to find out how we can help you.
303-837-1187
Or you may complete the form below and we will be in touch with you as soon as possible to schedule a consultation.
